How to add a Manual Sale
Who is this article for?
- Store Owners or Admins with full access to configure payment options, delivery methods, and store operations within wicadu Assistant.
- Sellers with permissions to manage inventory and manual sales.
About creating a Manual Order
Manual orders are a key solution for recording sales that happen outside your online store. Whether you receive orders via phone, WhatsApp, Instagram, or other communication channels, this feature helps you keep your inventory updated and ensures all orders are accurately tracked.
When creating a manual order, you can add products to the cart, enter billing and shipping details, and complete the payment process easily. Additionally, you can set the order status to either Confirmed or Pending, depending on the payment method used, such as cash or bank transfer. This process is perfect for managing direct sales and enhancing the customer experience
Before you begin
Before creating a manual sale, ensure that all products are correctly registered in your system, with assigned prices and available stock. To do this, follow these steps:
This is essential for efficiently managing sales operations and ensuring a seamless ordering process.
Steps to Create a Manual Sale
Go to Sales:
Access the Sales functionality in the wicadu assistant.
Create a new order:
Click the + button located in the upper right corner of the page.
Select the products:
If you haven't added products yet, you will be automatically directed to the product list. If you have already added products, click Add Product to include more items.
Note: Products that are out of stock or missing a price will trigger an alert.
Review and create the order:
Click Continue to review the order summary, then select Create Order to complete the process. This will update the order status to Prepared.
Next Steps
Once the order status is set to "Prepared", you can proceed with the following actions:
Attach Optional Documents:
Upload supporting documents such as invoices, receipts, shipping labels, proof of delivery, and more. See the guide: How to Attach Documents to an Order
Cancel an Order:
If an error was made or the customer decides not to proceed, learn how to cancel an order in: How to Cancel an Order.
Add Payments:
Record customer payments following this guide: How to Add Payments to an Order.
Mark the Order as Delivered:
Update the order status to "Delivered".
Correct mistakes in an order:
If you made a mistake creating an order, you can process a return, exchange, or refund. Learn how to do it here: How to process a return, exchange, or refund
Common Issues
I can't add a product: Ensure that the product is correctly registered and in stock.
The order isn't changing to 'Prepared': Make sure that all products are properly configured.